In June, the chip delivery time will be extended again, to 19.3 weeks...

According to the latest data from the market research agency, the lead time for chip orders in June has been extended to 19.3 weeks, which is 1.5 weeks longer than the previous month. This is the longest waiting time since the agency began to have data in 2017...
 
According to the latest research data from Susquehanna Financial Group cited by Bloomberg, the lead time for chip orders in June has been extended to 19.3 weeks, which is one and a half weeks longer than in May. This is the longest waiting time for the institution since it began to have data in 2017. , Which is about five weeks longer than the historical record in 2018.
 
As we all know, under the predicament of the global shortage of "cores", chip manufacturers around the world have begun to expand their production capacity aggressively, trying to get rid of the serious imbalance of supply and demand in the semiconductor industry as soon as possible. However, the continuous increase in industrial investment has triggered industry concerns about oversupply in the semiconductor industry in the next few years. There are already concerns among manufacturers. As the demand for chips in the next six months fades, the "side effects" brought about by increased production will also be affected. The profit of chip manufacturers.
 
For example, Texas Instruments (TI), a major analog chip manufacturer with a 41% revenue growth in Q2, released a relatively "pessimistic" financial forecast this week, and said that Q3 revenue may be lower than some analysts expected. Said that as of September sales will be between 4.4 billion US dollars to 4.76 billion US dollars, lower than analysts' forecasts of 4.59 billion US dollars, its share price was affected by this, down about 4%.
 
Regarding this relatively conservative financial guidance, the analog chip manufacturer said that it is considering "after experiencing unusual growth, whether future demand can continue is unpredictable. The cyclical pattern of the previous third quarter may not be applicable at this stage. "This statement has caused worries from the outside world.
 
However, Rafael Lizardi, the company's chief financial officer, said in an interview: "Our job is not to predict the future, but to prepare the company so that we can handle anything. We need to make sure to do this."
 
Like other chip makers, Texas Instruments has achieved double-digit percentage growth in revenue for several consecutive quarters thanks to the increased demand for various electronic equipment. Therefore, some analysts and investors are beginning to worry that some of the orders that have poured into various manufacturers before are partly caused by customers repeating orders out of "out of stock panic." A situation where the market "crashed".
 
Raymond James analyst Chris Caso wrote in the report, “At this time, Texas Instruments released another puzzling performance forecast. Q2 revenue significantly exceeded expectations, but the guidance for Q3 revenue was flat, and The reasons have not been explained too much." "So, our view is that although the supply situation of Texas Instruments and the entire semiconductor industry is clearly continuously tight, the management may lack confidence at the macro level."